Work with our Sector 23A, Gurugram team to connect sales follow-ups with operations. Plan the records, roles and handover you need from first enquiry to quotation and reporting.
Use these starting scopes to prepare your requirements. Included deliverables, exclusions, price and timing are confirmed in your written proposal.
Help customers discover, enquire or use a portal.
Example workflow
API connections, payments, content writing, migration and ongoing maintenance.
Give enquiries and follow-ups a clear owner.
Example workflow
Data cleaning/imports, email or WhatsApp integrations, automation and ongoing maintenance.
Coordinate work after an order is accepted.
Example workflow
Accounting or supplier integrations, complex migration, reconciliation and ongoing maintenance.
Connect travel discovery, enquiries and booking workflows.
Example workflow
Flight/hotel supplier APIs, live booking, payment connections, provider fees and ongoing maintenance.
Confirm deliverables and acceptance checks, third-party charges, ownership and access, training, backup arrangements and support responsibilities. Start with one complete workflow; additions and changes need agreed scope.
View the sample proposal · Before you hire us · Read our delivery guideCRM and ERP support different stages. A connected build needs agreed record identifiers and handover rules.
Organise enquiries, quotations and follow-ups so the team can see who owns the next action.
Coordinate the work after an order or booking is accepted, using the records your business needs.
Agree which accepted sales records become operational work, and who handles later changes.
Fictional demo, explained step by step. This walkthrough describes our sample workflow. It is not a customer system or a promise that every feature is included. Demo changes reset on reload.
A fictional enquiry gives the team a customer requirement to review. In your project, agree required fields, sources and what makes a lead ready for assignment.
Explore the sample pipelineThe fictional pipeline illustrates sales stages and next actions. Discuss who owns each enquiry, how follow-up tasks are assigned and which reminders your team needs.
Try the sample follow-up workflowThe travel example lets you prepare a fictional quotation and simulate acceptance. Your own system needs agreed version history, approval rules and pricing responsibilities.
Try a sample quotationAfter simulated acceptance, the travel demo creates a sample operations checklist. Define which fields, documents and owners are required before real operational work begins.
Explore the sample handoverDiscuss enquiry fields, sales stages, task ownership, quotation approvals, handover checks and reporting. Access permissions, integrations, migration and support are agreed in your written proposal.
Request a walkthrough for your businessA useful first release covers one complete workflow. Your proposal confirms modules, integrations, pricing, milestones and responsibilities.
Map the current process and identify who creates, reviews and approves each record.
Review the agreed screens and responsibilities using realistic test cases.
Confirm the arrangements your team needs to operate the system.
Yes. Agree a first release around one complete sales or operational journey, then review later modules separately.
Review an anonymised sample first. Agree field mapping, duplicates, missing values, migration checks and who approves the imported records.
The proposal names the integrations, provider dependencies, third-party charges, training and support coverage included. Availability and delivery dates follow requirements review.
BANDEVI's own website is a real internal project with service-specific enquiry journeys and a guided project brief. Its public project record lets you inspect those interfaces; private customer records are not exposed.
Review the public enquiry and project-brief journeys. This record illustrates the capture stage; it is not evidence of a completed customer ERP deployment.
Read our internal project recordTry sales stages, quotation review and an operations checklist using fictional records. Use the demo to identify fields, permissions and handover rules for your own requirements.
Explore the sample CRMStart with the gap in your process. CRM covers enquiries, follow-ups and sales ownership; ERP covers agreed operational work after an order is accepted. A connected system needs clear identifiers, permissions and handover checks.
First review an anonymised sample, field definitions, record quality and supported interfaces. Agree duplicate handling, migration checks and rollback arrangements. Provider accounts, approvals and recurring charges are confirmed separately.
Bring your sales stages, current forms or spreadsheets, user roles, report examples and one complete order journey. Use anonymised records for early planning; sensitive data belongs in the agreed project process.
Agree acceptance checks for assignment, role access, quotations, operational handover and reporting. Review realistic exceptions as well as the happy path. Training, data ownership and ongoing support are recorded in the proposal.
Bring your current process, the problems you want to solve and a preferred launch window. We will use these to agree the first release, required integrations and review milestones.
Find us at SCO 63, Huda Market, First Floor, Bijwasan - Palam Vihar Rd, opposite HP Petrol Pump, Sector 23A, Gurugram, Haryana 122017. Call to arrange an appointment before visiting; you can also start with an online enquiry.
Compare the starting scope, exclusions and acceptance checks for this service before requesting a written quotation.
Review this starting scope ↗